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NewEdge Advisors’s JPMorgan Realty Income ETF JPRE Stock Holding History

NewEdge Advisors’s Portfolio JPRE Stock Details JPRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-388
Closed -$18.6K – 4293
2026
Q1 		$18.6K Buy
388
+7
+2% +$342 ﹤0.01% 3214
2025
Q4 		$17.8K Buy
381
+8
+2% +$379 ﹤0.01% 3290
2025
Q3 		$17.9K Buy
373
+7
+2% +$334 ﹤0.01% 3161
2025
Q2 		$17.4K Buy
366
+3
+0.8% +$142 ﹤0.01% 3000
2025
Q1 		$17.5K Buy
363
+83
+30% +$3.98K ﹤0.01% 2910
2024
Q4 		$13.2K Buy
+280
New +$13.9K ﹤0.01% 2936

Other funds holding JPRE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors's JPRE Position: Q2 2026 in Review

NewEdge Advisors sold out of JPMorgan Realty Income ETF (JPRE) in Q2 2026, closing a stake of 388 shares — an estimated $18.6K sold.

NewEdge Advisors first reported a position in JPRE in Q4 2024 and held it in 6 quarters. The position peaked at $18.6K in Q1 2026. 64 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

  • NewEdge Advisors reported no remaining JPMorgan Realty Income ETF position as of Q2 2026 after selling out during the quarter.
  • NewEdge Advisors sold 388 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $18.6K.
  • NewEdge Advisors first reported a position in JPMorgan Realty Income ETF in Q4 2024 and held it in 6 quarters.
  • NewEdge Advisors's JPMorgan Realty Income ETF position peaked at $18.6K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.